Background
Education Hub is a UK-based global education consultancy helping students across Asia, the UK, and the Middle East connect with universities worldwide. As their regional teams grew, managing leads, students, and applications across countries became complex and fragmented.
They approached Taskco Digital to design a fully customized CRM that could centralize operations, enhance collaboration, and improve visibility across all offices. They needed a secure, scalable, and centralized CRM system to efficiently manage their growing global operations.
Key Challenge
- Manual processes slowed down lead follow-ups and application handling
- No centralized platform to manage students across global offices
- Difficulty in assigning tasks and accessing real-time performance data
- Lack of automation in communication, application tracking, and reporting
- Security concerns with user access controls and document handling
- Inconsistent data and limited visibility across departments and branches
Solution & Key Features
Our team at Taskco Digital designed and developed a powerful, modular CRM that supports Education Hub’s business operations across departments and countries:
- Lead & Student Management: Smart profiles with document uploads, notes, reminders, and task logs
- Application Management: Student assessment, course shortlisting, comparison, application tracking, and status updates
- User Roles & Branch Access: Multi-branch, multi-country access with secure role-based control
- University & Course Data: Bulk upload with structured tagging by subject, country, and intake
- Task Automation & Communication: Workflow automation with scheduled follow-ups via email/SMS
- Dashboards & Reporting: KPI-driven dashboards, performance analytics, and exportable reports
- Activity Logs & Audit Trails: Track every user interaction for transparency and accountability
- Document Handling System: Dynamic uploads, previews, and document version control
- Notification System: Real-time alerts for task deadlines, application changes, and user actions
- Calendar Integration: Team-wide scheduling, interview booking, and follow-up coordination
- Agent Management: Onboard and manage agents, track leads, commissions, and performance
- Affiliate Module: Referral tracking, commission management, payout processing, and performance reporting
